I have lived in the Annex/Harbord Village area of Toronto most of my life. Formerly, Chief Financial Officer at a large institution, I have more than 20 years of practical experience in the financial services area including: institutional investing, pension plans, payroll & benefits, taxation, donations, endowments and strategic financial planning.
Prior to joining Raymond James, I worked at another investment firm for six years.
My academic qualifications are as follows:
- CIM (Chartered Investment Manager)
- CFP (Certified Financial Planner)
- CPA (Chartered Professional Accountant)
- CMA (Certified Management Accountant)
- LLQP (Life Licenced Qualifying Program - Insurance)
- Options Licenced
- Hedge Fund Licenced
- USA Cross-Border Licenced
I am married to Mary, who is also branch administrator and we have three children -- Edric, Darian and Maya. Outside of work, I enjoy spending time with my family, cycling, playing squash, soccer and table tennis.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
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